Financial Services Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

[email protected]

I also carry more Junior and Seniorvariants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

Build a meaningful career as a Financial Services Consultant, where you will guide clients in achieving their financial goals across different stages of life. You will provide holistic financial advice covering protection, wealth growth, and legacy planning, while leveraging modern tools and insights to deliver personalised solutions.

The position is well-suited for individuals who are driven, people-oriented, and interested in developing expertise within the financial advisory space. With structured training, mentorship, and a flexible work environment, you will have the foundation to grow both professionally and financially.

Key Responsibilities

In this role, you will:

• Develop and maintain long-term relationships with clients by understanding their financial objectives and concerns
• Provide tailored financial advice across areas such as wealth protection, accumulation, and legacy planning
• Design and manage customised financial portfolios that adapt to clients’ evolving life stages
• Use digital tools and data insights to deliver informed and impactful recommendations
• Stay updated on financial products, market developments, and regulatory requirements
• Participate in ongoing training, mentorship programmes, and business development activities to enhance your capabilities

Requirements

To be successful in this role, you should have:

• A self-driven and proactive mindset with an entrepreneurial approach
• Strong interpersonal and communication skills, with the ability to connect with diverse individuals
• High ethical standards and a genuine interest in helping clients achieve their financial goals
• Willingness to learn and continuously improve

Though not mandatory, candidates with prior experience in sales, marketing, finance, education, or client advisory will have an advantage.

Benefits & Career Development

• Performance-based income structure with uncapped earning potential
• Flexible working arrangements with autonomy over your schedule
• Comprehensive training and mentorship support
• Clear pathways for advancement into leadership or specialist roles
• Opportunity to build a rewarding career that positively impacts clients’ lives

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.